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Guardianship

Guardianship Lawyer in McLean

Over 20 Years of Personalized Guardianship Counsel for McLean Families

When a family member can no longer safely manage personal decisions or financial affairs, Virginia law provides two distinct legal tools: guardianship and conservatorship. Guardianship addresses personal matters such as healthcare and living arrangements. Conservatorship addresses financial affairs and property. The two aren’t interchangeable, and the scope of any court appointment matters because it directly affects the authority and rights of the protected person.

At J. S. Burton, P.L.C., we handle guardianship and conservatorship matters throughout Virginia as part of our estate planning and elder law practice. With more than 20 years of experience providing personalized legal counsel to individuals and families, we help clients evaluate which form of legal authority fits their circumstances, whether that means pursuing a guardianship, a conservatorship, or both. When less restrictive alternatives such as a power of attorney or advance directive are still available to the person, we discuss those options as well.

Call (888) 885-9001 or contact us online for a free consultation about the authority your family may need.

The Virginia Guardianship Process for McLean Residents

A guardianship or conservatorship begins with a petition filed in the appropriate Virginia circuit court serving the protected person’s jurisdiction. For McLean residents, that is typically Fairfax Circuit Court. Under Virginia law, the petition must describe the person’s functional limitations and explain why a court-supervised appointment is necessary.

The court generally requires medical or other evidence establishing the nature and extent of the person’s incapacity. The protected person receives notice of the proceeding and retains due-process rights throughout. Under Virginia law, the court is required to appoint a guardian ad litem, an attorney who represents the protected person’s interests, investigates the circumstances, and files a report with the court.

In reviewing the petition, the court considers the person’s limitations, any less restrictive alternatives that may adequately protect the person, and the suitability of the proposed guardian or conservator. We can represent clients in Fairfax Circuit Court and other Virginia courts to obtain guardianship, conservatorship, or both. We also assist families with modifications, removals, and transfers of existing appointments when circumstances change.

Guardian of the Person & Conservator of the Estate

Virginia courts distinguish between these two roles, and understanding the difference shapes how a petition is prepared and what ongoing responsibilities follow.

Guardian of the Person

A guardian of the person may be authorized to make decisions about healthcare, residence, support, safety, education, and therapeutic treatment, depending on what the court’s order grants. The authority is limited to personal welfare matters. A limited appointment can preserve more of the protected person’s independence where full guardianship isn’t warranted.

Conservator of the Estate

A conservator manages the protected person’s financial affairs, including income, assets, expenses, and property, subject to court oversight. Responsibilities may include asset protection, income management, payment of expenses, arranging appraisals, and handling certain property transactions. The court order defines the scope of that authority.

We advise families on whether guardianship, conservatorship, or both are appropriate given a family member’s personal welfare needs and financial situation. Because our practice also covers estate planning and asset protection, we can help families consider how existing planning documents interact with a proposed court appointment.

Responsibilities After Appointment

A guardian or conservator appointment isn’t a one-time filing. Court-supervised roles carry continuing obligations that must be met to protect the protected person’s welfare, rights, and dignity.

Guardians and conservators must follow the court’s order and act for the protected person’s benefit. Virginia imposes separate reporting and accounting requirements depending on whether the appointment is a guardianship, a conservatorship, or both. Guardians file annual reports on the protected person’s condition and care with the local department of social services, while conservators file financial accountings with the commissioner of accounts. Missing a deadline or filing an incomplete report can create legal exposure. We assist clients with the administration and filing of required annual guardianship paperwork to help address those obligations.

Good recordkeeping matters throughout the appointment. A guardian or conservator should maintain documentation for decisions made, expenses paid, assets managed, and significant communications related to the appointment. When circumstances change, such as a move, a change in the guardian or conservator, the restoration of the protected person’s rights, or the person’s death, additional notice or court filings may be required. Our estate planning and elder law practice also allows us to advise families on related planning needs as those circumstances evolve.

Why McLean Families Choose Our Guardianship Counsel

We are a boutique law firm with an office in McLean serving clients throughout Virginia and Washington, D.C. Our practice brings together estate planning, probate, trust administration, elder law, asset protection, and guardianship and conservatorship services. That combination matters for guardianship work because families often need advice that considers personal care authority, financial management, existing planning documents, and long-term family responsibilities together.

Our planning approach is holistic and multigenerational. Rather than treating a guardianship petition as a standalone transaction, we look at the full picture: what authority is needed now, how it interacts with any existing estate plan, and what the family may face in the years ahead. We account for Fairfax County court and social-service requirements when preparing a petition.

Frequently Asked Questions About Guardianship in VA

What Are the Costs Involved in Guardianship Proceedings?

Costs in a Virginia guardianship or conservatorship proceeding can include court filing fees, guardian ad litem fees, the cost of obtaining required medical or evaluative evidence, and attorney’s fees. The total depends on case complexity, whether the matter is contested, and the scope of authority sought. Contact us for a free consultation to discuss your family’s situation and understand what may be involved.

Can a Guardianship or Conservatorship Be Modified or Ended?

Yes. A guardianship or conservatorship can be modified, transferred to a different person, or terminated if circumstances warrant. Changes in the protected person’s capacity, the guardian’s or conservator’s circumstances, or a move to another jurisdiction may each prompt a court review. We assist clients with the required documentation and filings.

Can an Interested Person Contest a Proposed Guardianship?

Yes. An interested party who opposes a proposed guardianship or conservatorship may present evidence to the court challenging the appointment. The protected person also retains the right to contest the proceeding. These disputes are resolved through a judicial process in which all parties can be heard. We can represent clients on either side of a contested guardianship matter.

Start with a Free Guardianship Consultation

Whether you’re evaluating guardianship, preparing a petition for Fairfax Circuit Court, responding to a dispute, or managing responsibilities after appointment, we can explain your options and the requirements that may apply. We offer a free initial consultation to discuss your family’s circumstances and identify the appropriate type and scope of legal authority.

Our personalized, client-first counsel considers guardianship and conservatorship alongside related estate planning and elder law concerns. Online scheduling is available when you reach out online to schedule your consultation.

Talk with our guardianship attorneys in McLean about the authority your family may need. Call (888) 885-9001 or get in touch with us to book your consultation.

Opinions That Matter Most

Read What Our Former Clients Have to Say
    "Prompt, Professional, Courteous, Concerned and Caring"
    - Bill O.
    "If you're looking for trustworthy and skilled professionals for your estate planning, look no further!"
    I recently had the pleasure of working with Fallon Whidden from the JSBurton Law Firm for my estate planning needs, and I cannot recommend them highly enough!
    - Tamara C.
    "I give them a 5* plus! Honest, Reliable, and Caring!"
    John Burton is the best and most honest that I have found. You can rely on him for all your needs. Once you have spoken to him, you won't be going anywhere else.
    - Richard K.
    "We highly recommend them"
    We recently had our Living Trust prepared by Fallon at JS Burton, PLC and they did an excellent job. Everything was explained in great detail and Fallon was awesome to work with! We highly recommend them for estate planning services.
    - Paul H.
    "An excellent estate planning attorney"
    Mr. Burton, Esq. is an excellent estate planning attorney and I recommend him with a 5 star rating. He is patient and answers all questions. His organization of the plan that he provided was in a binder and very complete.
    - Jeffrey S.
    "Very professional, friendly, thoughtful, and highly knowledgeable, Fallon expedited preparation and delivery of my documents. Overall, this was an awesome experience"

    I just had a great experience with this firm in preparing my estate planning documents. I needed to update some wishes and also ensure everything is in line for the state of Virginia, as I moved here from Pennsylvania. I worked with Fallon Francesca Whi

    - Wendy V.
    "I would highly recommend him."
    I have met with Mr Burton several times and always found him to be professional and personable
    - Bonnie T.
    "Highly recommended for estate planning"
    We were heard and guided to do the best for our families needs
    - Fred S.

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FAQs

  • What estate planning documents should I have?
    A comprehensive estate plan should include the following documents, prepared by an attorney based on in-depth counseling which takes into account your particular family and financial situation:

    A Living Trust can be used to hold legal title to and provide a mechanism to manage your property. You (and your spouse) are the Trustee(s) and beneficiaries of your trust during your lifetime. You also designate successor Trustees to carry out your instructions in case of death or incapacity. Unlike a will, a trust usually becomes effective immediately after incapacity or death. Your Living Trust is "revocable" which allows you to make changes and even to terminate it. One of the great benefits of a properly funded Living Trust is the fact that it will avoid or minimize the expense, delays, and publicity associated with probate.

    If you have a Living Trust-based estate plan, you also need a pour-over will. For those with minor children, the nomination of a guardian must be set forth in a will. The other major function of a pour-over will is that it allows the executor to transfer any assets owned by the decedent into the decedent's trust so that they are distributed according to its terms.

    A Will, also referred to as a Last Will and Testament, is primarily designed to transfer your assets according to your wishes. A Will also typically names someone to be your Executor, who is the person you designate to carry out your instructions. If you have minor children, you should also name a Guardian as well as alternate Guardians in case your first choice is unable or unwilling to serve. A Will only becomes effective upon your death, and after it is admitted by a probate court.

    A Durable Power of Attorney for Property allows your agent to carry on your financial affairs in the event that you become disabled. Unless you have a properly drafted power of attorney, it may be necessary to apply to a court to have a guardian or conservator appointed to make decisions for you during a period of incapacitation. This guardianship process is time-consuming, expensive, emotionally draining and often costs thousands of dollars.

    There are generally two types of durable powers of attorney: a present durable power of attorney in which the power is immediately transferred to your agent (also known as your attorney in fact); and a springing or future durable power of attorney that only comes into effect upon your subsequent disability as determined by your doctor. Anyone can be designated, most commonly your spouse or domestic partner, a trusted family member, or friend. Appointing an agent assures that your wishes are carried out exactly as you want them, allows you to decide who will make decisions for you, and is effective immediately upon subsequent disability.

    The law allows you to appoint someone you trust to decide about medical treatment options if you lose the ability to decide for yourself. You can do this by using a Durable Power of Attorney for Health Care or Health Care Proxy where you designate the person or persons to make such decisions on your behalf. You can allow your health care agent to decide about all health care or only about certain treatments. You may also give your agent instructions that he or she has to follow. Your agent can then ensure that health care professionals follow your wishes. Hospitals, doctors and other health care providers must follow your agent's decisions as if they were your own.

    A Living Will informs others of your preferred medical treatment should you become permanently unconscious, terminally ill, or otherwise unable to make or communicate decisions regarding treatment. In conjunction with other estate planning tools, it can bring peace of mind and security while avoiding unnecessary expense and delay in the event of future incapacity.

    Some medical providers have refused to release information, even to spouses and adult children authorized by durable medical powers of attorney, on the grounds that the 1996 Health Insurance Portability and Accountability Act, or HIPAA, prohibits such releases. In addition to the above documents, you should also sign a HIPAA authorization form that allows the release of medical information to your agents, your successor trustees, your family and other people whom you designate.
  • How do I name a guardian for my children?
    If you have children under the age of eighteen, you should designate a person or persons to be appointed guardian(s) over their person and property. Of course, if a surviving parent lives with the minor children (and has custody over them), he or she automatically continues to remain their sole guardian. This is true despite the fact that others may be named as the guardian in your estate planning documents. You should name at least one alternate guardian in case the primary guardian cannot serve or is not appointed by the court.
  • What does my estate include?

    Your estate is simply everything that you own, anywhere in the world, including:

    • Your home or any other real estate that you own
    • Your business
    • Your share of any joint accounts
    • The full value of your retirement accounts
    • Any life insurance policies that you own
    • Any property owned by a trust, over which you have a significant control
  • Why is it important to establish an estate plan?

    Sadly, many individuals don’t engage in formal estate planning because they don’t think that they have “a lot of assets” or mistakenly believe that their assets will be automatically shared among their children upon their passing. If you don’t make proper legal arrangements for the management of your assets and affairs after your passing, the state’s intestacy laws will take over upon your death. This often results in the wrong people getting your assets as well as higher estate taxes.

    If you pass away without establishing an estate plan, your estate would undergo probate, a public, court-supervised proceeding. Probate can be expensive and tie up the assets of the deceased for a prolonged period before beneficiaries can receive them. Even worse, your failure to outline your intentions through proper estate planning can tear apart your family as each person maneuvers to be appointed with the authority to manage your affairs. Further, it is not unusual for bitter family feuds to ensue over modest sums of money or a family heirloom.